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Are you a value investor struggling to navigate the tech-dominated stock market? This episode explores how traditional value investing principles can be adapted for the digital age. We delve into new metrics like 'earnings power' and examine the importance of identifying durable competitive advantages ('moats') in tech companies. Learn how to apply the BMP (Business, Management, and Price) checklist to evaluate tech stocks and discover if tech is truly where the money is.
Are you a value investor struggling to navigate the tech-dominated stock market? This episode explores how traditional value investing principles can be adapted for the digital age. We delve into new metrics like 'earnings power' and examine the importance of identifying durable competitive advantages ('moats') in tech companies. Learn how to apply the BMP (Business, Management, and Price) checklist to evaluate tech stocks and discover if tech is truly where the money is.